13F

Stock

Expensify, Inc.

EXFY · held by 6 managers

Reported value

$1.65M

Holders

6

+1 new · −0 exited

Holders’ est. mark

−$93K

Price effect on 1 books still in the name

Largest holder

$1.22M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY661.3K$1.22MHeld
BARCLAYS PLC125.6K$232.4K−$93KCut−$145.8K
BANK OF AMERICA CORP /DE/105.9K$195.9KHeld
Essential Partners LLC706$1.31KNew
IFP Advisors, Inc371$686Held
Allworth Financial LP92$171Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.